Northern Logistics, Inc. 401(K) Plan — Form 5500 plan (Northern Logistics, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Northern Logistics, Inc. 401(K) Plan is a benefit plan reported by Northern Logistics, Inc. under EIN 38-3083771 and plan number 001. The latest loaded filing year is 2023. The filing reports 376 participants and $4,080,914 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Northern Logistics, Inc.
- EIN
- 38-3083771
- Plan number
- 001
- Plan type
- 2
- Location
- Clare, MI
- Latest filing year
- 2023
- Participants
- 376
- End-of-year plan assets
- $4,080,914
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 376 | H, C | 20241005143238NAL0012790353001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,080,914
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $4,080,914
- Net assets (BOY)
- $3,040,609
Income & contributions
- Employer contributions
- $219,652
- Participant contributions
- $465,078
- Total contributions
- $686,685
- Total income / additions
- $1,291,476
Expenses & distributions
- Benefits paid
- $221,368
- Administrative expenses
- $27,202
- Total expenses
- $251,171
- Net increase / (decrease)
- $1,040,305
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $25,082 | $0 | 2023 |
| Robert W Baird & Co Incorporated | BROKER/ADVISER | $0 | $16,225 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $2,120 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Northern Logistics, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Clare, MI
- Empower Annuity Insurance Company O — Schedule C compensation
- Robert W Baird & Co Incorporated — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation